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Bluebeam Studio Sessions in Document Manager and Business Processes RecordsThe Add Files window contains the following columns:File Name The name of the file.TitleThe title, if any, associated with the file.Pub. No.The publishing number, if applicable, associated with the file.Tab Name The name of the tab if the file is present in a line item attachment.SizeThe size of the file.After inputting the required Session Name and the associated user or users in To, click CreateSession.Note: At any given point in time, a business process record can haveonly one active Bluebeam studio session.For a workflow business process record, if you accept the task, initiate a Bluebeam studiosession, and then later do an 'Undo Accept Task' action, the session will still remain.After you create a Bluebeam studio session, the status of the attachment that has been added tothe Bluebeam studio session will show Active (under the Bluebeam Session Status column), inthe Attachments grid. Additionally, the created session will be displayed in the BluebeamStudio Sessions log where you can use the gear menu (or right-click) to:a. Open in Bluebeam Revu, orb. Finalize the sessionBluebeam Log Tab in Business Process RecordWhen the Attachments tab is expanded in the business process record, and if the file has aBluebeam studio session, then you will see the Bluebeam Log tab next to the Preview tab inthe right pane. The Bluebeam Log tab seen in the right pane of Attachments tab allows you toview details of the Bluebeam studio session associated with the selected attachment.To access the Bluebeam Log tab in a file in Document Manager:1. Click the Attachments tab.2. Click thein the right pane.3. Select an attachment and click the Bluebeam Log tab in the right pane.The Bluebeam Log tab toolbar options:Find on Page Refresh 15

Unifier Bluebeam User GuideThe Bluebeam Log tab contains the following columns:StatusThe status of the Bluebeam studio session of the sent file.Sent FileNameThe name of the sent file.Rev. NoThe revision number of the sent file.Pub. NoThe publishing number of the sent file.Received The name of the received file.File NameSessionIDThe ID of the Bluebeam studio session.SessionNameThe name of the Bluebeam studio session.LastUpdatedByThe name of the user that performed the last action for the Bluebeamstudio session.LastUpdatedThe date and time of when the last action was performed for the Bluebeamstudio session.The gear menu for each file contains the following options:When the session is still active Finalize Get Session StatusWhen the session is still finalized Download Markup File Download JSON FileNote: Any user who has access to the file will be able to see the filesreturned from Bluebeam. These are the Markup File and the MarkupJSON file.You can get the session details by clicking the hyperlink associated withthe Session ID. This hyperlink will only be available for an Activesession.16

Bluebeam Studio Sessions LogThe Bluebeam Studio Sessions sub-node will capture all the Bluebeam studio sessions thatare present at the given level. At the Company Workspace level, this node will capture all theBluebeam studio sessions initiated from Document Manager (DM), BP record attachments, andBluebeam Studio Sessions. When you click the Bluebeam Studio Sessions sub-node(Company Workspace or Project or Shell User mode Document Manager), the BluebeamStudio Session log opens which displays the Bluebeam studio sessions within the CompanyWorkspace or Project/Shell. The log has the following elements: Toolbar Grid displaying the list of all the Bluebeam studio sessions within the Company Workspaceor Project/Shell Right-hand pane capturing the details of each Bluebeam studio sessionThe Bluebeam Studio Sessions log toolbar options:CreateEnables you to create a Bluebeam studio session. This option will beavailable only if you have the required permission.ViewEnables you to set the view of the log through selecting one of theseoptions or creating your own view: AllGroup by StatusCreated by MeCreate New ViewManage ViewsEdit ViewEnables you to edit your currently selected view.RefreshEnables you to update the information of the items listed on the log.PrintEnables you to: Print Export To CSV Export To ExcelFind onPageEnables you to activate the find cells for each column in order to find aparticular item.The Bluebeam Studio Sessions log grid column headings: Session IDSession NameStatusSession Start Date17

Unifier Bluebeam User Guide Session End DateSourceLast UpdatedLasted Updated ByCreatorNote: The Bluebeam Studio Sessions node, at the company-level,includes session details that have initiated from within the businessprocess attachments.The Bluebeam Studio Sessions log tabs (right-hand pane), when you select a Bluebeamstudio session: Sent Files tabReviewers tabReceived Files tabFinalize History tabTo open a Bluebeam studio session, you can double-click on the Bluebeam studio session orclick the gear menu and select Open Bluebeam Session. Once you open a Bluebeam Session,the Bluebeam Session overlay opens.In This SectionCreating a Bluebeam Studio Session in Bluebeam Studio Sessions . 18Opening a Bluebeam Studio Session in Bluebeam Revu . 19Editing a Bluebeam Studio Session . 20Finalizing a Bluebeam Studio Session. 21Deleting a Bluebeam Studio Session. 21Working with Log Views . 22Finding on Page . 23Sorting Columns . 23Bluebeam Studio Sessions Log Properties Tabs . 23Creating a Bluebeam Studio Session in Bluebeam Studio SessionsTo create a Bluebeam studio session in the Bluebeam Studio Sessions node:1.2.3.4.5.6.Click the Company Workspace tab or Project/Shell.Click the Document Manager to expand.Click Bluebeam Studio Sessions.Click Create.Upon creation, login into your Bluebeam account.If it is the first time, you will be prompted to grant access to your Studio data by clickingAllow.7. Create Bluebeam Studio Session will open.18

Bluebeam Studio Sessions Log8. One or more files must be added by clicking Add Files. The files listed here are from theDocument Manager.9. After inputting the required Session Name and the associated user or users in To, clickCreate Session.Note: At any given point in time, a document may only be included inone active Bluebeam studio session.Create Bluebeam Studio Session WindowThe Create Bluebeam Studio Session window, left-hand, the following fields are displayed:SessionNameThe name of the Bluebeam studio session.ToThe Unifier user or users that are associated with the Bluebeam studiosession. These users can join the session in Bluebeam Revu.ExternalUsersThe user or users outside of Unifier that are associated with the Bluebeamstudio session. These users can join the session in Bluebeam Revu.Message Any additional descriptions, notes, reminders and so on.(Optional)SessionEnd DateThe intended date for the Bluebeam studio session to end.SourceThe origin of where the document was added from.The Create Bluebeam Studio Session window, right-hand, contains the Review Files tab. Thistab contains the following fields:NameThe name of the document.TitleThe title of the document.SizeThe byte size of the document.LocationThe folder location of the document.Opening a Bluebeam Studio Session in Bluebeam RevuTo open a Bluebeam studio session in Bluebeam Revu:1) Click the Company Workspace tab or Project/Shell.19

Unifier Bluebeam User Guide2)3)4)5)Click the Document Manager to expand.Click Bluebeam Studio Sessions.Click the gear menu or right click the session to review and select Open in Bluebeam Revu.The Bluebeam Session will open and the files added to the session can be viewed.Note: The option to Open in Bluebeam Revu is available only for thestudio session creator and reviewers.Editing a Bluebeam Studio SessionTo edit an active Bluebeam studio session:1.2.3.4.5.6.Click the Company Workspace tab or Project/Shell.Click the Document Manager to expand.Click Bluebeam Studio Sessions.Double click to open the sessionThe Bluebeam Session will openYou can edit the session to add/remove files, add/remove reviewers, change the enddate etc.The existing Bluebeam Studio Sessions window, left-hand, the following fields are displayed:Session onal)SessionEnd DateSourceThe ID of the Bluebeam Studio session. This field cannot be edited.The URL of the Bluebeam Studio session. This field cannot be edited.The name of the Bluebeam studio session. This cannot be edited.The Unifier user or users that are associated with the Bluebeam studiosession. These users can join the session in Bluebeam Revu.The user or users outside of Unifier that are associated with the Bluebeamstudio session. These users can join the session in Bluebeam Revu.Any additional descriptions, notes, reminders and so on.The intended date for the Bluebeam studio session to end.This will either display Document Manager or the business process nameand record number.The existing Bluebeam Studio Sessions window, right-hand, contains the Review Files tab.This tab contains the following fields:20

Bluebeam Studio Sessions LogNameTitleSizeThe name of the document.The title of the document.The byte size of the document.LocationThe folder location of the document. This option is seen when the sessionis for files from Document Manager.Tab NameThe location of the attachment. This options is seen when the session isfor attachments from a business process record.Finalizing a Bluebeam Studio SessionYou can finalize the Bluebeam Studio session after the review is complete. After a session isfinalized, the files that are part of the session will be sent back to Unifier and can be viewed inthe Received Files tab. To finalize a Bluebeam studio session:1)2)3)4)5)Click the Company Workspace tab or Project/Shell.Click the Document Manager to expand.Click Bluebeam Studio Sessions.Click the gear menu or right click the session and select Finalize.Upon Finalizing, the status of the session and all associated documents will change fromActive to Finalized (under the Bluebeam Session Status column).Note: Only active Bluebeam studio sessions may be finalized. Theoption to Finalize is only available to the studio session creator or areviewer with Full Control permission.Deleting a Bluebeam Studio SessionTo delete a Bluebeam studio session:1)2)3)4)5)Click the Company Workspace tab or Project/Shell.Click the Document Manager to expand.Click Bluebeam Studio Sessions.Click the gear menu or right click the session and select Delete in Bluebeam.Upon deleting, the status of the session and all associated documents will change fromActive to Deleted in Bluebeam (under the Bluebeam Session Status column).Note: Only active Bluebeam studio sessions may be deleted inBluebeam.21

Unifier Bluebeam User GuideWorking with Log ViewsUse the View drop-down list to customize the Bluebeam Studio Sessions log to display filesbased your filter criteria. You can use the following pre-defined views or create your own view: AllGroup by StatusCreated by MeCreate New ViewManage ViewsIf the option DM View is available, it enables you to see the views defined in Log views, inDocument configuration, at runtime. In such scenario, you can only see the active views atruntime, and you can see all active views pertaining to the Documents log, if you who havepermission to access to the DM log.To create a new view:1) Go to your Bluebeam Studio Sessions log.2) Click the View drop-down list and select Create New View to open the New View page.3) On the New View page, enter a name for your new view under the field Save View As.4) In the Columns tab, select columns that you want to display.5) Select the columns that you want to remain static on the page from: Lock after selectedColumn drop-down list.In addition to arranging the columns, you can go to the Filters, Group By, and Sort By tabsto customize the new view by applying more refined selections.6) Click Save to create your new view.Your new view appears in View drop-down list.To manage your views:1) Go to your Bluebeam Studio Sessions log.2) Click the View drop-down list and select Manage Views to open the Manage Viewswindow.Use the Manage Views to create, delete, or hide views within any log. In addition, you canreorder views by dragging and dropping them in the Manage Views window.3) When finished, click Apply.Your arrangement appears in the View drop-down list.To edit or delete an existing view:1) Go to your Documents log.2)22Click the Edit View () icon.

Bluebeam Studio Sessions LogNote: If you modify the view and do not save the changes, the systemkeeps the existing name and adds the word "Modify" to the existingname.3) You can edit the view of the following elements on your log: Columns Filters Group By Sort By1) Click Apply when you have finished editing.Finding on PageThe Find on Page option enables you to find items on the displayed page.1) Click the Find on Pageicon. The system inserts a new row that enables you to enteryour search parameters.2) Enter your search parameters.The system displays a list of files, folders, subfolders, or shortcuts that match the criteria youentered.If you decide to cancel the find for one of cell, then you must remove the parameters that youhave entered. If you decide to cancel the find for an entire row, then you must clickFind onPage.Sorting ColumnsYou can sort columns in the Bluebeam Studio Sessions log and the Search Results page. TheView menu, is prefixed with the word Modified if the sort is applied to the columns.To sort columns, click the up and down arrows next to the column name.Bluebeam Studio Sessions Log Properties TabsWithin the Bluebeam Studio Sessions sub-node and upon selecting a Bluebeam studiosession, you can view the following properties tabs:Sent Files tabThis tab will show a list of all the documents that were added by the studio session creator whileinitiating the Bluebeam studio session. This tab contains the following toolbar options: Download all files as Zip file Print (Export To CSV and Export to Excel) Find on page23

Unifier Bluebeam User GuideThe Sent Files tab contains the following columns:File Name The name of the sent file.Rev. NoThe revision number of the sent file.Pub. NoThe publishing number of the sent file.TitleThe title of the sent file.SizeThe size of the sent file.LocationThe folder location of the sent file.The gear menu for each file contains the following options: Open DownloadReviewers tabThis tab will show the list of all the reviewers added to the session. The list will include bothUnifier users as well as the external to Unifier users.For external users, the Review name will include the email address till the time that system canfetch the User Name of the reviewer. This tab contains the following toolbar options: Print (Export To CSV and Export to Excel) Find on PageThe Reviewers tab contains the following columns:ReviewerNameThe name of the reviewer.ReviewStatusThe status of the review by the reviewer.Permissio The permissions of the reviewer.nsReviewerStatusThe status of the reviewer.The Received Files tab will show a list of all the reviewed documents and comments/markupfiles once the session is finalized or archived. The gear menu for each item contains thefollowing option: Assign Full Control PermissionGear options of "Assign Full Control Permission" ( For users who have Mark up permissioncan be assigned Full control permission by clicking on gear ) " Assign Mark up Permission" (For users who have full control permission can be assigned full markup permission ) will beseen. The gear option is only seen for the studio session creator.24

Bluebeam Studio Sessions LogTo assign full control permission on a document in Bluebeam:1. Click the Company Workspace tab or project or shell tab, User mode.2. Click the Document Manager to expand.3. Click Bluebeam Studio Sessions.4. Select the Bluebeam studio session in which you wish to assign full control permission toa user.5. In the right-hand pane, click the Reviewers tab.6. Click the gear menu (or right-click) the user and click Assign Full Control Permission.Note: Only in active Bluebeam studio sessions may you assign fullcontrol permission to users.Received Files tab25

Unifier Bluebeam User GuideFiles are sent from Unifier to Bluebeam either from the document manager or from theBluebeam Studio Sessions node. Subsequently, the file is reviewed in Bluebeam and isbrought back into Unifier, after the session creator finalizes the session

Unifier Bluebeam User Guide 12 Select Files Window After clicking Add Files in the Create Bluebeam Studio Session window from the Document Manager, the Select Files window will open. Select the files you wish to add to the Bluebeam studio session, and when you are done selecting click Select. The Select Files window toolbar options: Search Enables you search for a file.